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Latest Stock Portfolios of the World’s Best Investors & Hedge Funds

Name AUM AUM
Growth
AUM
Growth %
Quarter Est. Return 3 Year Est. Return Holdings Portfolio Turnover
HNW
3876
High Note Wealth
Minnesota
$296M +$19M +7% 6.09% 73% 89 13.48%
GAG
3877
Goodman Advisory Group
Massachusetts
$296M 6.11% 62.7% 61
REMPR
3878
Roof Eidam Maycock Peralta (REMP)
California
$296M +$24.3M +9% 7.52% 55.5% 110 7.27%
TCOO
3879
Trust Company of Oklahoma
Oklahoma
$296M +$16.3M +6% 11.4% 88.7% 133 9.02%
SDWIA
3880
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$295M +$21.9M +8% 9.85% 67.8% 141 12.77%
AAMC
3881
Asset Allocation & Management Company
Illinois
$295M +$111M +60% 6.16% 53.8% 116 68.1%
AFA
3882
Arlington Financial Advisors
California
$295M +$39.9M +16% 6.66% 60.7% 85 34.12%
LWAM
3883
Legacy Wealth Asset Management
Minnesota
$295M +$76.7M +35% 3.2% 102% 331 15.41%
OPA
3884
Old Port Advisors
Maine
$295M +$19.3M +7% 8.84% 106% 232 9.48%
ESB
3885
Essex Savings Bank
Connecticut
$295M +$20.1M +7% 11.4% 84.5% 227 10.57%
ACP
3886
Arcus Capital Partners
Georgia
$295M +$28.3M +11% 8.01% 82.6% 119 24.37%
TLP
3887
Trinity Legacy Partners
Texas
$295M +$16.4M +6% 9% 63.3% 122 25.41%
MC
3888
Miramar Capital
Illinois
$295M +$44.1M +18% 10.7% 47.3% 60 15%
MVPGP
3889
Magma Venture Partners General Partner
Israel
$295M 33.2% 107% 3
RWMH
3890
Riverpoint Wealth Management Holdings
Illinois
$295M +$9.75M +3% 8.26% 53.6% 61 26.23%
DMKJ
3891
David M. Knott Jr
$295M 14% 144% 133
AIC
3892
Archer Investment Corporation
Indiana
$295M +$27.2M +10% 8.98% 55% 833 17.89%
OCM
3893
Ovata Capital Management
Hong Kong
$294M +$34M +13% 7.41% 69.1% 86 75.58%
BCM
3894
BHZ Capital Management
California
$294M +$215K +0.1% 5.33% 3.24% 153 23.53%
PI
3895
Pennant Investors
New Jersey
$294M -$58M -16% 2.95% 359% 24 29.17%
FC
3896
Fore Capital
New York
$294M +$99.4M +51% 0.81% 26.1% 65 53.85%
SIM
3897
SW Investment Management
Colorado
$294M +$42.8M +17% 5.62% 155% 10 0%
CPA
3898
Cowen Prime Advisors
New York
$294M +$25.3M +9% 13.9% 116% 175 3.43%
FC
3899
FCA Corp
Texas
$294M -$38.5M -12% 7.38% 45.4% 199 24.62%
KFP
3900
Keystone Financial Planning
Ohio
$294M +$18.5M +7% 8.25% 34.1% 46 2.17%